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Gilpin Wealth Management’s Liquidity Services LQDT Stock Holding History

Gilpin Wealth Management’s Portfolio LQDT Stock Details LQDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$157 Hold
4
– – ﹤0.01% 971
2026
Q1 		$123 Buy
4
+2
+100% +$62 ﹤0.01% 937
2025
Q4 		$61 Buy
+2
New +$54 ﹤0.01% 926

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Renaissance Technologies
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gilpin Wealth Management's LQDT Position: Q2 2026 in Review

Gilpin Wealth Management held its Liquidity Services (LQDT) position steady in Q2 2026 at 4 shares worth $157. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Gilpin Wealth Management first reported a position in LQDT in Q4 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold LQDT as of Q2 2026.

  • Gilpin Wealth Management held 4 shares of Liquidity Services worth $157 as of Q2 2026.
  • Gilpin Wealth Management left its Liquidity Services share count unchanged in Q2 2026.
  • Liquidity Services made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #971 holding.
  • Gilpin Wealth Management first reported a position in Liquidity Services in Q4 2025 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held Liquidity Services as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.